Folderit Document Management vs. CloudFiles

Folderit Document Management is a document management system (DMS) that helps organizations store, organize, control, and track business documents in a structured digital environment. It is designed for teams that need more control over document access, versioning, approvals, traceability, and retention than shared drives or basic file storage tools typically provide. Folderit is used by organizations that manage operational, compliance, quality, HR, finance, project, and governance-related documents and need a clear way to keep information organized, accessible, and up to date.

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads.